Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$949,667
-$195,761 QoQ
Shares Held
11,929
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $60,702,162 across 6 Banks - Diversified names. WFC ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,368 | $29,230,090 | |
| 2 | RY |
Royal Bank Of Canada
|
98,555 | $15,944,227 | |
| 3 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
155,538 | $8,162,634 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,056 | $3,446,913 | |
| 5 | BAC |
Bank Of America Corp /De/
|
60,895 | $2,968,631 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
11,929 | $949,667 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949,667 | 11,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,145,428 | 12,290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,050,935 | 12,538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,099,647 | 13,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $980,436 | 13,657 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $983,921 | 14,008 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $736,573 | 13,039 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $791,906 | 13,334 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $747,741 | 12,901 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $665,749 | 13,526 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $592,470 | 14,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $642,675 | 15,058 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $547,355 | 14,643 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $602,544 | 14,593 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $588,780 | 14,639 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,474 | 10,224 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $506,310 | 10,448 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $536,560 | 11,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $519,003 | 11,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $485,418 | 10,718 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $382,495 | 9,790 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $298,087 | 9,877 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $282,143 | 12,001 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $395,673 | 15,456 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $521,823 | 18,182 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||